---
title: "Importing Assets"
slug: "importing-assets"
updated: 2026-04-21T13:11:42Z
published: 2026-04-21T13:11:42Z
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Importing Assets
You can easily import {{variable.Assets_CAP}} to {{variable.Nexudus}} in a few steps {{variable.OnTheAdminPanel}}.
**Click on each of the steps below for step-by-step instructions.**
## Step 1. Downloading the {{variable.template}}
The first step of the process is to download the import {{variable.template}} you'll use to add {{variable.customers}}. You can get this {{variable.template}} from {{variable.Imports_Link}} {{variable.OnTheAdminPanel}}.
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK}} {{variable.Imports_Link}}.
3. {{variable.CLICK_ON}} the **{{variable.Assets_CAP}}** tab.
4. {{variable.CLICK_ON}} **Download {{variable.template}}**.
The download should only take a few seconds. You'll find the {{variable.template}} file in the *Downloads* folder of your device.
## Step 2. Editing the template
The second step is to add your data to the import template. The example below illustrates how to do this in Excel, but you can use any spreadsheet tool that can open and edit CSV files.
1. Open the import template file you've downloaded in Step 1.
*You should see the column headers in row 1 and a few rows of dummy data underneath.*
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2. Add your space's data in each column following the dummy data's template.
:::(Info) (Need to include multiple products on the same invoice?)
Add each product as its own row, making sure they all have identical details in the following columns:
* Location
* InvoiceNumber
* Email
* Date
* DueDate
If the invoice has already been paid, make sure all the relevant rows also have identical details in the following columns:
* PaidOnDate
* PaymentReference
* PaymentDescription
:::
3. Remove the dummy data rows from the import template, making sure you don't remove any of the column headers.
4. Save your changes.
:::(warning) (Always save your file as a **CSV UTF-8** file.)
{height="" width=""}
:::
You're now ready to format your data before the reupload.
## Step 3. Formatting your template
The third step is to ensure your template is properly formatted for a successful import in Nexudus. Make sure you over the following formatting elements before uploading your import template.
### Date Columns
All columns that include a date should be set to the **yyyy-mm-dd hh:mm** format. This format isn't available by default in most spreadsheet tools, but you can add this custom format to your date columns in a few clicks.
Here's how to do it in Excel:
1. Select the entire date column in your import template.
2. Right click the column.
3. Select **Format cells**.
4. Click **Custom**.
5. Add **yyyy-mm-dd hh:mm** in the *Type* field.
6. Click **OK**.
The dates in your column should now appear in the right format, for example **2021-10-11 16:00**. Repeat the process for every column that includes a date in your import template.
### YES or NO Columns
All columns that include YES or NO should always be uppercase.
### Address Columns
If your file includes an Address columns, make sure the addresses are between double brackets when they contain one or multiple commas.
*For example if your address is 12 Street, XYZ Building, City, you should make sure it is added as "12 Street, XYZ Building, City" in your template.*
### Columns Including Existing Nexudus Items
All columns that include the name of items that already exist in your Nexudus account must always be an exact match in your import file. The spelling is case-sensitive and includes spacing.
*For example, if a product's name in Nexudus is **Notepad**, the product name in your import file must be **Notepad**. Using alternative spellings such as **Note Pad** or **notepad** will result in an import failure.*
:::(Error) ( Don't reopen your import file once you've saved all your changes and closed the file.)
Doing so will automatically reset the custom date format you've defined and you'll need to reformat the date columns a second time.
:::
## Step 4. Uploading the edited template
The last step of the data import process is simply to upload your edited import template file back in Nexudus.
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK}} {{variable.Imports_Link}}.
3. Click the tab that corresponds to your edited import template file.
4. Click **Select file**.
5. Select your edited import template file.
6. Click **Open**.
*The larger your file is, the longer it will take to upload.*
7. Click **Load preview**.
8. Click **Import data**.
You've successfully imported your data into Nexudus.
:::(Error) (Couldn't complete the import?)
Check out our article on [Troubleshooting Import Errors](/v3/docs/troubleshooting-import-errors){target="_blank"} or get in touch with us at [support@nexudus.com](http://mailto:support@nexudus.com){target="_blank"}.
:::
* * *
## Import columns explained
| Column | Details | Format | Required or Optional |
| --- | --- | --- | --- |
| **Location** | {{variable.Location_CAP}} where the invoice is created. | Must be an exact match (case and spelling) with your {{variable.location}} {{variable.OnTheAdminPanel}}. | {{variable.Required_RedBold}}|
| **InvoiceNumber** | Invoice reference as you want to see it displayed {{variable.OnTheAdminPanel}}. | —| {{variable.Required_RedBold}} |
| **ProductName**| Name of the product you're invoicing | Must be an exact match (case and spelling) with your {{variable.product}} {{variable.OnTheAdminPanel}}. | {{variable.Required_RedBold}} |
| **Email** | Email of the customer invoiced. The customer must already exist in Nexudus. | Must be an exact match (case and spelling) with the email address of an exisitng customer in your {{variable.location}}.| {{variable.Required_RedBold}} |
| **ProductQuantiy** | Number of units of the product you're selling. | — | {{variable.Required_RedBold}} |
| **ProductNotes** | Any notes you'd like to add to the product sold. | — | {{variable.Optional_GreenBold}} |
| **LineDescription** | Description of the product you're selling. | — | {{variable.Required_RedBold}} |
| **LineSubTotal** | Total price for the product. Don't forget to take the quantity you added into consideration for that line. | — | {{variable.Required_RedBold}} |
| **LineTaxRateName** | Name of the tax rate assigned to the product. | cell Leave blank to import the invoice with the default tax rate of your location.| {{variable.Optional_GreenBold}} |
| **PaidOnDate** | Date when the invoice was paid. Leave blank to import the invoice as unpaid. | {{variable.Imports_DateFormat}} | {{variable.Required_RedBold}} if the customer already paid for the invoice. |
| **PaymentReference** | Reference of the payment for the invoice if it's already paid. | cell | {{variable.Required_RedBold}} only if the customer already paid for the invoice. |
| **PaymentDescription** | Description of the payment if the customer already paid for the invoice. | - | {{variable.Optional_GreenBold}} |
| **PaidAmount** | Amount paid for the invoice. If this amount is lower than the invoice's total, the invoice is imported as partially paid. | - | {{variable.Required_RedBold}} |
| **LineFinancialAccountCode** | Code of the financial account associated with the product sold. | Must be an exact match with the code of the financial account assigned to the product's {{variable.location}} {{variable.OnTheAdminPanel}}. | {{variable.Optional_GreenBold}} |
| **Date** | Date when the invoice was created. | {{variable.Imports_DateFormat}} | {{variable.Required_RedBold}} |
| **DueDate** | Date when the invoice became due. | {{variable.Imports_DateFormat}} | {{variable.Required_RedBold}} |
| **SaleDate** | Date when the products were sold to the customer. | {{variable.Imports_DateFormat}} | {{variable.Optional_GreenBold}} |
| **SendByEmail** | Whether or not the customer should receive the invoice by email. | {{variable.Imports_BooleanFormat}} | {{variable.Required_RedBold}} |